Institutional Ownership
Oakmark Select Advisor
CUSIP 413838715OPEN END TAXABLE NO LOAD FUNDOAYLXQ1 2026
Institutional Holders
2
13F filers
Shares Held
3.9K
Aggregate institutional
Institutional Value
$323.1K
Q1 2026
Net New Holders
+1
2 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions2
Increased0
Decreased0
Sold out1
Institutional Holders
2 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Ethos Financial Group, LLC | 2.8K | $238.2K | +2.8K | New |
| 2 | Mcilrath & Eck, LLC | 1.0K | $84.9K | +1.0K | New |